Wealth Preservation Advisors’s Citizens Financial Group CFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$13.4K	Buy	300 +50	+20%	+$2.24K	0.01%	280
2025 Q1	$10.2K	Buy	+250	New	+$10.2K	0.01%	312